Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFAT 0%
3 DFAS 0%
4 DFSV 0%
5 DFUV 0%
6 DFAC 0%
7 VTI 0%
8 VXF 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Gendell Jeffrey L 1.25M (8.61%) 93.7K
Increased by +7.52%
Dec 31, 23
2 Dimensional Fund Advisors, Inc. 1.17M (8.08%) -7.38K
Decreased by -0.63%
Dec 31, 23
3 West Chester Capital Advisors Inc 718.25K (4.96%) 424
Increased by +0.06%
Sep 30, 23
4 Vanguard Group Inc 615.61K (4.25%) 327
Increased by +0.05%
Dec 31, 23
5 Renaissance Technologies Corp 593.18K (4.1%) -9.54K
Decreased by -1.61%
Dec 31, 23
6 Fourthstone LLC 297.4K (2.05%) 297.4K
Increased by +100%
Sep 30, 23
7 Oppenheimer & Close Inc 274.58K (1.9%) 16.02K
Increased by +5.83%
Dec 31, 23
8 Bridgeway Capital Management, LLC 258.18K (1.78%) 6.91K
Increased by +2.68%
Dec 31, 23
9 PNC Financial Services Group Inc 158.47K (1.09%) 158.47K
Increased by +100%
Dec 31, 23
10 BlackRock Inc 142.85K (0.99%) -430
Decreased by -0.3%
Dec 31, 23
11 Geode Capital Management, LLC 103.67K (0.72%) 0
Increased by 0%
Dec 31, 23
12 Lesa Sroufe & Company Inc 100K (0.69%) 0
Increased by 0%
Dec 31, 23
13 Empowered Funds, LLC 77.41K (0.53%) 6.91K
Increased by +8.93%
Dec 31, 23
14 BHZ Capital Management, LP. 76.28K (0.53%) 0
Increased by 0%
Dec 31, 23
15 Minerva Advisors LLC 58.2K (0.4%) 0
Increased by 0%
Dec 31, 23
16 Dryden Capital, LLC 49.66K (0.34%) 0
Increased by 0%
Dec 31, 23
17 Acadian Asset Management LLC 47.37K (0.33%) 0
Increased by 0%
Dec 31, 23
18 John G Ullman & Associates Inc 45.4K (0.31%) 9.5K
Increased by +20.93%
Dec 31, 23
19 Abacus Planning Group Inc 42.51K (0.29%) 0
Increased by 0%
Dec 31, 23
20 Northern Trust Corp 32.95K (0.23%) -428
Decreased by -1.3%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 458.12K (3.17%) 98K
Increased by +21.39%
Feb 29, 24
2 DFA US Small Cap Value I 324.79K (2.24%) 0
Increased by 0%
Feb 29, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 234.36K (1.62%) 0
Increased by 0%
Feb 29, 24
4 DFA US Small Cap I 196.62K (1.36%) 0
Increased by 0%
Feb 29, 24
5 DFA US Targeted Value I 136.83K (0.95%) 0
Increased by 0%
Feb 29, 24
6 DFA US Micro Cap I 119.32K (0.82%) -947
Decreased by -0.79%
Feb 29, 24
7 Bridgeway Omni Small-Cap Value 118K (0.82%) 0
Increased by 0%
Dec 31, 23
8 Bridgeway Omni Small-Cap Value N 118K (0.82%) 0
Increased by 0%
Dec 31, 23
9 Dimensional US Targeted Value ETF 93.75K (0.65%) 0
Increased by 0%
Mar 29, 24
10 EA Bridgeway Omni Small-Cap Value ETF 83.71K (0.58%) 0
Increased by 0%
Mar 28, 24
11 Fidelity® Extended Market Index 78.47K (0.54%) 0
Increased by 0%
Nov 30, 23
12 Fidelity Extended Market Index 77.89K (0.54%) -377
Decreased by -0.48%
Feb 29, 24
13 Bridgeway Ultra-Small Company Market 44.17K (0.31%) 0
Increased by 0%
Dec 31, 23
14 Dimensional US Small Cap ETF 40.11K (0.28%) 0
Increased by 0%
Mar 29, 24
15 iShares Micro-Cap ETF 32.65K (0.23%) 0
Increased by 0%
Mar 28, 24
16 Dimensional US Marketwide Value ETF 30.97K (0.21%) 0
Increased by 0%
Mar 29, 24
17 DFA US Core Equity 2 I 21.82K (0.15%) 0
Increased by 0%
Feb 29, 24
18 Fidelity Series Total Market Index 17.25K (0.12%) 0
Increased by 0%
Feb 29, 24
19 Fidelity® Series Total Market Index 17.25K (0.12%) 0
Increased by 0%
Nov 30, 23
20 DFA US Vector Equity I 15.92K (0.11%) 0
Increased by 0%
Feb 29, 24